Estate Planning is much more than just having a Will ………it is peace of mind!

Estate planning looks at your overall circumstances and makes sure that the investments you make now are passed on to your family or beneficiaries in the most effective way.

Developing an effective estate plan will ensure that:

Any tax payable is minimised

The ownership of assets passes to the right beneficiaries you choose

The assets are protected if any beneficiary has any legal or family law issues

With family units becoming more complex, estate planning has become even more important in today’s society and often can involve much more than just a simple will. It can be quite a complex area and we recommended you contact us for more information on how we can help you plan for the future.

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Addison Partners Pty Ltd is a full service professional accounting and financial planning firm with four offices across the Hunter region, New South Wales providing personalised service and specialised advice.